Jeffrey H Barrett CIM: Desjardins Financial Security Independent Network

  • FINANCE & INSURANCE - Investment Management
  • BUSINESS & PROF. SERVICES - Business Consulting
  • FINANCE & INSURANCE - Financial/Insurance Services
200 Waterfront Dr
Suite 100
Bedford, NS B4A4J4
(902) 799-1185
(902) 446-4565 (fax)
Hours:
9-3p. Monday-Thursday & by appointment
  • About

    Jeff has owned and operated a private wealth management firm as an associate of Desjardins Financial Security Independent Network and Investments Inc since 2010. From 2006-2009 he worked for the Treasury Services Division of the Bank of New York Mellon.

    He is a holder of the prestigious Chartered Investment Manager designation and is an Investment Fund Advisor, and Life & Health Insurance Advisor.

    With partners in Real Estate, Legal, Accounting, and a specialty in Responsible Investment and Portfolio Strategies, Jeff and his team provide Bespoke Financial Strategies & Solutions for Private and Corporate Clients in Nova Scotia, Ontario, and Alberta.

    Currently Board Positions:
    President of the Avon Chamber of Commerce
    Director of Glooscap Ventures Inc
    Director of Wayfarers Ale Ltd.

    Jeff is also a professional studio & live bassist currently touring with multi-award winning country music artist JD Clarke.

    He and his wife Nicole live in Falmouth, NS with their daughter Morgan.

  • Whom to Contact

  • Directions

    At Dewolfe Park. Bedford, NS